About Us

We build lasting relationships with our clients throughout life’s major milestones. Our team-based approach brings together expertise in wealth management, tax efficiency, retirement and estate planning — helping our clients to get ahead financially with confidence.

We are a team of independent advisors affiliated with iA Private Wealth with decades of combined industry experience. Supported by a dedicated administrative team, we ensure our clients receive attentive service and consistent guidance — every step of the way.

iA Financial Group, the parent company of iA Private Wealth, is one of Canada’s largest wealth management and insurance firms. Founded in 1892 and publicly traded since 2000, iA Financial Group has more than $330 billion in assets and serves more than 11.6 million clients.